The Front Office of the Future Research Report
Insight

The Front Office of the Future Research Report

What does the front office of the future look like? Senior Wealth Managers share their insight in our latest research report.

19th May 2017
How to deliver personalised service at scale
Insight

How to deliver personalised service at scale

Watch on demand: A panel of experts discuss how wealth managers can deliver a personalised service to multiple audiences and markets.

22nd May 2017
News

Innovation without boundaries

We're gearing up for the third annual Global Hackathon – a high energy, fast paced, pizza-fuelled event spanning five continents and multiple time-zones.

15th May 2017
Share price

$12.49

move 0.11 high 12.51 low 12.39

Market data delayed by 20 mins.

IRESS Intermediary Mortgage Survey 2017
Insight

IRESS Intermediary Mortgage Survey 2017

Developed with the Association of Mortgage Intermediaries (AMI) and the Intermediary Mortgage Lenders Association (IMLA), this report provides insight to lender best practice and the experiences of intermediaries in the UK mortgage market.

5th April 2017
Join us and be part of something amazing

Join us and be part of something amazing

A career with us is exciting, fun and rewarding. Take a look at our vacancies.

Industry voice

Industry voice

Hear from our provider and lender partners as they offer a fresh perspective on the big issues and trends going on in our industry.

From small independent advice firms to large networks through to multi-national corporates. #WeMakeItHappen 

Social responsibility

In the community

Not just content with making a difference for our clients; our people also want to make a difference to the communities in which they live and work.

XPLAN
Product

XPLAN

An integrated software solution for wealth managers and financial planners which supports the delivery of cost-effective, efficient financial advice.

#WeMakeItHappen

#WeMakeItHappen

Another successful project. another happy client #iress

Products A to XPLAN

Products A to XPLAN

#WeMakeItHappen

#WeMakeItHappen

Our products are recognised as best of breed #iress

Online training

Online training

Get the most from your software

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